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Capital Planning Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Capital Planning Advisors’s Portfolio FXH Stock Details FXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,812
Closed -$208K – 151
2022
Q1 		$208K Hold
1,812
– – 0.04% 157
2021
Q4 		$225K Buy
+1,812
New +$217K 0.04% 149

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Planning Advisors's FXH Position: Q2 2022 in Review

Capital Planning Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2022, closing a stake of 1,812 shares — an estimated $208K sold.

Capital Planning Advisors first reported a position in FXH in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q2 2022.

  • Capital Planning Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 1,812 First Trust Health Care AlphaDEX Fund shares in Q2 2022, an estimated $208K.
  • Capital Planning Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Capital Planning Advisors's First Trust Health Care AlphaDEX Fund position peaked at $225K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.